Archived
My sister was appointed administrator of my late father’s estate and immediately found a cash buyer for his house. What can I do
Richard's answer
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Answered on September 28, 2018
She can still sell assets with court approval if she has limited authority. But she cannot distribute the estate money to herself. You may need...
Do I have to give my family things from the house am I responsible and do I lose out on the remaining money from trust trustee
Richard's answer
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Answered on September 28, 2018
Is your brother the trustee? If so, then he owes you fiduciary duties to act in your best interest. Bring your documents and facts to a lawyer to...
Archived
Need some legal advice after death in the family
Richard's answer
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Answered on September 28, 2018
You'll need to open a probate action for your mother's estate, kick out the boyfriend, and gather up your mother's assets. He has no right to hide...
How can we contest the sale of our family home?
Richard's answer
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Answered on September 28, 2018
Did your dad and sister own the home as joint tenants? If so, then title is solely in the name of sister. You would have to bring an action to...
My Father passed away & left me as Trustee & Beneficiary of his will & revocable trust How do I change his home to my name?Right
Richard's answer
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Answered on September 28, 2018
You'll need an affidavit to record with the county recorder to transfer the property to you as the successor trustee of the trust.. along with a...
Archived
I have to fill out form DE-120 to go with Form DE-310.
Richard's answer
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Answered on September 28, 2018
It is the petitioner's information... and you have the correct form to give notice for a Petition to Determine Succession to Real Property.
Archived
I am the sole trustee of my father's living trust but he did not name a beneficiary. What do I publish?
Richard's answer
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Answered on September 20, 2018
There's a trust with no beneficiaries? What to do depends on what assets are titled in the trust and whether you can show who is supposed to be...
Archived
Can all three of our children and one more on the way and i collect my late partners life insurance?
Richard's answer
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Answered on September 18, 2018
For life insurance, only the named beneficiaries will receive the life insurance proceeds. I assume that you were not married to the decedent. If...
Can I get a HELOC (or any mortgage loan) on a property that has been placed inside an Irrevocable Trust?
Richard's answer
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Answered on September 18, 2018
There are options to get a mortgage loan on a property in an irrevocable trust. A private or hard money lender may agree to a mortgage loan while...
Archived
My grandson was named as sole heir to a condo. In the will, his father left named me as executor. no other assets,or creditors ?
Richard's answer
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Answered on September 18, 2018
Yes, you can file a petition to determine succession to real property as the petitioner and then you would have to appear in court. Or, you can...
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